汇丰研究发表报告指,认为龙源电力(00916.HK) 的盈利短期将面临电网限电和电价下调的挑战,尤其是对于大型可再生能源基地项目,但随着输电网络及本地需求的增长,这些问题应该会逐渐解决,重申“买入”评级,H股目标价由8.3元升至8.7元。该行认为,离岸风电场的回报前景明朗,内地正开放可再生能源市场,包括离岸风电。而在先前招标中已确认电价的项目,无论建设进度如何,都可保留其现有的电价机制;集团目前正...
Source Link汇丰研究发表报告指,认为龙源电力(00916.HK) 的盈利短期将面临电网限电和电价下调的挑战,尤其是对于大型可再生能源基地项目,但随着输电网络及本地需求的增长,这些问题应该会逐渐解决,重申“买入”评级,H股目标价由8.3元升至8.7元。该行认为,离岸风电场的回报前景明朗,内地正开放可再生能源市场,包括离岸风电。而在先前招标中已确认电价的项目,无论建设进度如何,都可保留其现有的电价机制;集团目前正...
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